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Opes Wealth Management LLC

SEC CIK
0001766918
Latest filing
Apr 29, 2026

KLAC holding history

KLA Corp in every 13F filed by Opes Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KLAC overviewAll 13F holders of KLACFull Q1 2026 holdings

Shares (Q1 2026)
306
Value
$450.6K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of KLAC by Opes Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2026306$450.6K0.1%+7+2.3%AddedHolders
Q4 2025299$363.3K0.1%+87+41.0%AddedHolders
Q3 2025212$228.7K<0.1%+212NewHolders